Client Services Manager
(United States)
As a Client Services Manager, you’ll be the primary point of contact for U.S.-based hedge fund, private equity, and other alternative investment clients, overseeing fund administration delivery and ensuring consistent, high-quality service as part of a global operating platform.
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Position Details
Application Timeline
We review applications as they come in, so we encourage you to apply early. Shortlisted candidates will be contacted directly by our team.
About Ascent Fund Services
Ascent Fund Services (The Ascent Group) is part of KFin Technologies Limited, a global, technology-led financial services group listed on the National Stock Exchange of India. KFintech delivers scalable digital platforms and fund services to investment managers, asset owners, and intermediaries across major financial markets worldwide.
In the United States, Ascent combines local market expertise with global operating infrastructure and technology platforms to deliver full-lifecycle fund administration, registry, and investor servicing solutions to alternative asset managers.
About This Role
As Client Services Manager – Fund Solutions, you will manage key client relationships and oversee the delivery of fund administration services for U.S.-based hedge fund, private equity, and other alternative investment clients.
You will act as the primary point of contact for assigned clients, ensuring service quality, resolving operational issues, and coordinating closely with global delivery teams. This role is suited to an experienced fund administration professional seeking leadership responsibility within a growing U.S. platform and contributing to the success of a global operating model.
Reporting to: Managing Director – USA (or equivalent)
What You’ll Be Responsible For
Client Relationship Management
- Serve as the primary relationship manager for a portfolio of U.S.-based fund clients.
- Understand client strategies and business needs; ensure high-quality service delivery.
- Negotiate and manage SLAs; monitor performance against them.
- Lead client meetings, operational due diligence reviews, and board presentations.
Operational Oversight
- Oversee NAV reviews, financial reporting, and other deliverables for accuracy and timeliness.
- Partner with global Operations teams to resolve client issues and drive process improvements.
- Support fund launches and client onboarding, coordinating across internal functions.
Business Growth & Commercial Management
- Identify opportunities to cross-sell Ascent’s fund administration solutions.
- Monitor client profitability and accounts receivable; address negative trends proactively.
- Assist Client Services leadership with client presentations and new-business pitches.
Leadership & Team Support
- Mentor and provide guidance to junior team members in the U.S. office.
- Contribute to global best practices and collaboration across regional teams.
- Help establish the U.S. client service function as a scalable, high-performing team.
What You’ll Bring
- Bachelor’s degree in Accounting, Finance, or related field.
- 5–7 years of experience in fund administration, financial services, or hedge/private equity, with at least 2 years in a client-facing leadership role.
- Minimum 2 years of fund accounting experience.
- Strong understanding of U.S. fund structures, industry regulations, and investor servicing requirements.
- Proven ability to manage complex client relationships and deliver operational excellence.
- Excellent communication, presentation, and stakeholder management skills.
- Proficiency in Microsoft Office (Excel, PowerPoint, Outlook) and familiarity with fund accounting systems.
- Highly organized, detail-oriented, and able to manage competing priorities under pressure.
Nice to Have
- CPA, CFA, or equivalent professional certification.
- Prior experience leading U.S. client portfolios.
What We Offer
- Opportunity to join a growing U.S. platform within a global listed group.
- Ownership of key client relationships and service delivery.
- Remote working with collaboration across the U.S., Asia, and EMEA.
- Competitive compensation and career development opportunities.
- Modern, collaborative, and progressive working environment.
Apply for this Role
We’re looking for motivated professionals ready to make an impact. Submit your application below to take the next step with The Ascent Group.
Not the right fit?
We’re always growing across our global offices, with opportunities for professionals at every stage of their careers. Visit our Careers page to discover the role that’s right for you.
